Warehouse data: how to improve it?

Accurate warehouse data that can be easily found and processed is the key to success for any product business. A sales manager has a goal: to handle client objections and close a deal. And when working with “difficult” clients, it is necessary to be patient and always know accurate information about the product. After all, any mistake will reduce your organization’s reputation.

Problem

A sales manager may view, search for, and change information in storage several times a day. Therefore, if this process is automated, there will be no need to waste extra time.

Solution

This is not difficult to do if you use advanced tables. For example, in FORMA, by opening any warehouse, you can see a table with all the goods and characteristics available in it. Any of the products can be changed, deleted, or selected. To add new goods to the table, it is enough to receive them into stock and perform data import. But if, for some reason, there is a need to add products manually (one by one), this can be done using the “add” button. The table functionality also includes the ability to “purchase”, “sell”, and “move” selected goods.

The appearance of the table can be changed depending on your goals and preferences. This is done using the “Settings” button.

And if you need to export or upload all product data, you can use export or import. For a sales manager, such tables are convenient because any product of interest can be found in a second using filtering. In addition, you can change the quantity of goods, view the manufacturer, price, etc.

Practical task

To review all the functionality from your own experience, you need to write to us in direct messages. Our manager will provide you with access to practical tasks, which you will complete step by step.

Tell us in the comments whether it is convenient for you to use tables. What, in your opinion, is missing from the functions we described?

And if you also want to read more about advanced tables in more detail, go here (systems account).